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Walmart Inc

2,512 hedge funds and large institutions have $124B invested in Walmart Inc in 2020 Q4 according to their latest regulatory filings, with 331 funds opening new positions, 1,079 increasing their positions, 826 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more first-time investments, than exits

New positions opened: 331 | Existing positions closed: 78

31% more repeat investments, than reductions

Existing positions increased: 1,079 | Existing positions reduced: 826

10% more funds holding

Funds holding: 2,2922,512 (+220)

8% more call options, than puts

Call options by funds: $3.56B | Put options by funds: $3.3B

4% more capital invested

Capital invested by funds: $119B → $124B (+$4.26B)

0.25% more ownership

Funds ownership: 90.5%90.75% (+0.25%)

8% less funds holding in top 10

Funds holding in top 10: 120111 (-9)

Holders
2,512
Holders Change
+220
Holders Change %
+9.6%
% of All Funds
44.44%
Holding in Top 10
111
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-7.5%
% of All Funds
1.96%
New
331
Increased
1,079
Reduced
826
Closed
78
Calls
$3.56B
Puts
$3.3B
Net Calls
+$261M
Net Calls Change
-$1.74B
Name Holding Trade Value Shares
Change
Change in
Stake
KF
1226
Krilogy Financial
Missouri
$1.87M +$80.4K +1,656 +4%
CF
1227
Clarity Financial
Texas
$1.87M +$1.89M +38,937 New
RE
1228
RBC Europe
United Kingdom
$1.87M -$219K -4,509 -10%
HFM
1229
Hartford Financial Management
Connecticut
$1.87M +$14.6K +300 +0.8%
QCG
1230
Quadrant Capital Group
Ohio
$1.87M +$193K +3,981 +11%
MCM
1231
Maryland Capital Management
Maryland
$1.86M +$59.1K +1,218 +3%
LB
1232
Leo Brokerage
Texas
$1.86M +$956K +19,683 +103%
VWM
1233
Vigilare Wealth Management
Arizona
$1.86M -$23.2K -477 -1%
PL
1234
Plancorp LLC
Missouri
$1.86M +$60.2K +1,239 +3%
DWT
1235
Dorsey & Whitney Trust
South Dakota
$1.85M +$12.1K +249 +0.7%
PP
1236
Pacifica Partners
Canada
$1.85M -$11.7K -240 -0.6%
AWA
1237
Arete Wealth Advisors
Illinois
$1.84M +$170K +3,495 +10%
WI
1238
Wintrust Investments
Illinois
$1.84M +$54.8K +1,128 +3%
BCM
1239
Brookstone Capital Management
Illinois
$1.84M +$142K +2,934 +8%
1IA
1240
1834 Investment Advisors
Wisconsin
$1.83M +$1.52M +31,383 +466%
DLA
1241
Douglas Lane & Associates
New York
$1.83M -$31K -639 -2%
IAN
1242
Integrated Advisors Network
Texas
$1.83M -$157K -3,234 -8%
MWM
1243
Mission Wealth Management
California
$1.82M +$274K +5,640 +17%
NAS
1244
Nicolet Advisory Services
Wisconsin
$1.82M +$39.5K +813 +2%
TCOT
1245
Trust Company of Toledo
Ohio
$1.81M -$389K -8,001 -18%
GIM
1246
Guardian Investment Management
California
$1.81M -$43.7K -900 -2%
PP
1247
Professional Planning
California
$1.8M +$43.4K +894 +2%
FMW
1248
Farr Miller & Washington
District of Columbia
$1.8M
PAM
1249
Peninsula Asset Management
Florida
$1.8M +$1.82M +37,410 New
FPCM
1250
Financial Partners Capital Management
New York
$1.8M -$13.8K -285 -0.8%

WMT Hedge Fund Activity: Q4 2020 in Review

2,512 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Walmart Inc (WMT) for Q4 2020, worth a combined $124B — up 3.6% from $119B a quarter earlier.

Buyers outnumbered sellers: 331 funds opened new WMT positions and 78 closed out — a net gain of 253 holders — while 1,079 added to existing stakes and 826 trimmed.

The largest buyer was Jane Street, adding an estimated $287M. The largest seller was State Street, cutting an estimated $453M.

  • 2,512 institutional investors held Walmart Inc (WMT) as of Q4 2020, up from 2,292 in Q3 2020.
  • Funds reported $124B of Walmart Inc stock for Q4 2020, up 3.6% quarter-over-quarter.
  • 331 funds opened new Walmart Inc positions in Q4 2020 and 78 closed out, a net change of +253 holders.
  • The largest Walmart Inc buyer in Q4 2020 was Jane Street, an estimated $287M added.
  • The largest Walmart Inc seller in Q4 2020 was State Street, an estimated $453M sold.

Based on aggregated 13F filings for Q4 2020.